Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,981
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$94.2M
3
+$85.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$67.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$57.8M

Top Sells

1
+$20.3M
2
+$14.5M
3
+$11M
4
EOG icon
EOG Resources
EOG
+$7.54M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.34M

Sector Composition

1 Technology 8.81%
2 Financials 5.1%
3 Healthcare 3.77%
4 Consumer Discretionary 3.47%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$783K ﹤0.01%
62,397
-8,759
1002
$780K ﹤0.01%
7,837
-347
1003
$780K ﹤0.01%
23,227
+5,493
1004
$780K ﹤0.01%
7,993
+1,430
1005
$776K ﹤0.01%
37,099
-933
1006
$773K ﹤0.01%
30,298
+4,317
1007
$772K ﹤0.01%
20,789
-1,376
1008
$771K ﹤0.01%
12,819
-267
1009
$770K ﹤0.01%
49,085
+12,134
1010
$767K ﹤0.01%
15,630
-13,907
1011
$766K ﹤0.01%
2,514
-688
1012
$766K ﹤0.01%
16,283
-1,118
1013
$765K ﹤0.01%
3,634
-648
1014
$764K ﹤0.01%
29,153
+613
1015
$761K ﹤0.01%
31,219
-5,934
1016
$759K ﹤0.01%
36,103
-2,394
1017
$758K ﹤0.01%
24,176
+644
1018
$758K ﹤0.01%
7,250
+22
1019
$758K ﹤0.01%
7,532
+718
1020
$758K ﹤0.01%
12,534
1021
$755K ﹤0.01%
5,607
-73
1022
$755K ﹤0.01%
13,922
+6,290
1023
$754K ﹤0.01%
6,776
-384
1024
$754K ﹤0.01%
17,415
-9,078
1025
$754K ﹤0.01%
8,187
+2,509
39 40
41
42 43